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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.
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Week ended December 17th, 2021
Focus this past week was on four of the world's major central banks, which provided the latest glimpse into the path of monetary policy.
tim@emorningcoffee.com
Dec 18, 20217 min read
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Week ended December 10th 2021
What a difference a few days make! We are solidly risk-on now, as conviction increased throughout the week. Equities had strong returns.
tim@emorningcoffee.com
Dec 11, 20217 min read
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Three books worth reading
One of the many things that I have enjoyed doing since I left the grind of working at large financial institutions is reading things...
tim@emorningcoffee.com
Nov 30, 202110 min read
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Week Ended November 5th, 2021
The Fed and BoE play along, with their dovish policies pushing USTs and Gilt prices higher and causing global equities to rock!
tim@emorningcoffee.com
Nov 6, 20216 min read
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FOMC and Chairman Powell Press Conference: “Much ado about nothing”
The Federal Reserve released the minutes from its FOMC meeting Sept 21-22 on Wednesday afternoon. The press release is here. Should you...
tim@emorningcoffee.com
Sep 23, 20213 min read
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Week Ended Aug 27th, 2021:Fed strikes dovish tone
This week investors were mainly focused on the Fed's message at the economic symposium in Jackson Hole. It was perfect, dovish for assets
tim@emorningcoffee.com
Aug 28, 20213 min read
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Inflation: Transient or Persistent, Lessons from the 1970s
This is about inflation - will it prove to be transitory (Fed's view) or persistent? I feel the former, but fear the medicine it will take
tim@emorningcoffee.com
May 26, 202110 min read
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Week Ended March 19th and the Week Ahead
This was certainly another eventful week as markets were all over the place, at least from mid-week on. Aside from ongoing volatility in...
tim@emorningcoffee.com
Mar 20, 20215 min read
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